Trusts Manager

JMC Legal.
England, Bristol
£45000 - £60000 per annum + Excellent Benefits Package
29 Apr 2021
05 May 2021
Carl Pace
Job Title
PQE Level
2-4, 5-7, 8-10
Contract Type
Full Time

Are you looking to utilise your experience within Trusts with an Top 75 firm, in a team regarded as industry leaders by the L500 and Chambers?

Support HNW clients, developing your expertise and enjoying a pivotal and influential role in the wider team

The Firm

Very much to go-to in the numerous verticals of which they lead by example, the UK-wide Top 100 firm provided unbridled service to both businesses and individuals, via their network of 7 regional offices and 250 talented lawyers.

The service provided by the firm is recognised and awarded by Chambers UK, The Legal 500 and The Sunday Times in response to their prestigious practice.

Being a stalwart in all significant UK legal hubs, the firm offers the means to undertake City-level work, whilst offering the lifestyle more often reserved for those based in the regions.

Committed to the development and long-term support of all staff, with the firm's mission being that people should ultimately enjoy their work, and be platformed to develop their career in sync with their personal goals.

Personal reward and the success of the wider team are intertwined, with a substantial and regular bonus being paid based on performance.

The firm looking inwards in terms of offering progression and leadership positions, as is apparent in the numerous home-grown Partners and leaders within the business.

Fee Earners work in a collaborative, forward-thinking team that utilises Paralegal support and the foremost in technology to emphasise excellence. The culture of the firm appreciates the need in having room to breathe, whilst also ensuring those with more senior and varied expertise are on hand.

You will become a pivotal member of the team from day one, ensuring day-to-day practice brings your long-term goals to fruition.

The Role

Trusts Manager to join Top 75 national firm in Bristol.

The Chambers and Legal 500 ranked Private Wealth team are trusted experts in estate planning, trusts, wills, probate and all areas of Private Client law.

The client-base is HNW and have complex financial arrangements in place. As the team receives continued attention from the wider market, a Trust Manager is needed to work on cases that arise from advisory and probate matters within the team.

Working with a high degree of independence, you will constitution of lifetime and will trusts including HMRC registration and FATCA compliance and liaising with trustees and advisers in relation to the investment of the trust fund, whilst trustees and beneficiaries in relation to the management of the trusts throughout the annual cycle and being the point of contact for investment managers.

You will have a high degree of experience in trust management, be it as a Solicitor, CILEx or via ATT or CTA qualification. STEP being desirable, with you being encouraged to obtain if not.

Part-time can be considered, with the firm being committed to flexibility and home-working as appropriate.

The Requirements

  • 3+ years experience within Trusts
  • Initiative, ambition and drive to succeed within the team
  • Interest in developing long-term, trusted client relationship

For a talented, career-driven Trust Lawyer, the role serves as a means to progress long-term at a Top 75 firm, being involved in high valued transactions in a backdrop awarded for culture, flexibility and life-balance